Position in ROK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$783,711
+$254,363 QoQ
Shares Held
1,583
+7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#769
of 1,525 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Savvy Advisors, Inc. holds $21,913,607 across 13 Specialty Industrial Machinery names. ROK ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
14,871 | $6,336,830 | |
| 2 | GEV |
GE Vernova Inc.
|
4,431 | $5,205,804 | |
| 3 | PH |
Parker-Hannifin Corp
|
2,381 | $2,328,903 | |
| 4 | EMR |
Emerson Electric Co
|
14,329 | $2,051,196 | |
| 5 | CMI |
Cummins Inc
|
2,296 | $1,637,530 | |
| 6 | ITW |
Illinois Tool Works Inc
|
5,614 | $1,518,418 | |
| 7 | ROK |
Rockwell Automation, Inc
This page
|
1,583 | $783,711 | |
| 8 | AME |
Ametek Inc/
|
2,027 | $490,412 |
All Filings in ROK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $783,711 | 1,583 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $529,348 | 1,475 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $482,057 | 1,239 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $409,998 | 1,173 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $376,348 | 1,133 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $249,078 | 964 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $212,913 | 745 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||